Comments and Attachments Created on 2/20/2013 8:49:00 AM. Table of Contents. Comments and Attachments... 1

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1 Comments and Attachments Created on 2/20/2013 8:49:00 AM Table of Contents Comments and Attachments... 1 Comments and Attachments Requisition comments and attachments enable requesters to communicate supplemental information and requirements to approvers and other Core-CT users. Comments and attachments are always tied to the requisition. Core-CT 9.1 has added functionality for adding multiple comments and attachments to the requisition header as well as to each line of the requisition. Header Comments and Attachments Header comments and attachments are added on the Review and Submit page after the requester has already added items and services to the requisition. These are typically used to relay information regarding the entire requisition and all the items on a multiple line requisition. Approval Justification The requester can select to have comments display on the Requisition Approval page. Approvers can view comments without having to open the requisition. More Comments Clicking this link opens the Header Comments page. From this page the requester can: Select Standard Comments Add Attachments Add multiple comment lines. Page 1

2 Use Standard Comments epro Requesters can use existing Standard Comments. Click the Use Standard Comments link to display the Standard Comments page. Click Search to display all available comments. Click the Select checkbox next to any comment to add it to the requisition. Click OK. The Header Comments page displays the standard comment. Click OK to save the comment. Page 2

3 Add Attachments epro requesters can add multiple header and line attachments. Attachments remain permanently associated with the requisition within Core-CT. Attachments can be sourced to Purchase Orders if the requester selects the Send to Vendor option. Attachments are included when a PO is dispatched via . Attachments are not included for POs dispatched via Print, Fax, and Electronic Data Exchange (EDX). Click here for a Printable PDF version. Procedure Navigation: eprocurement > Create Requisition Step 1. Enter Restock custom pads ok per Barack Romney into the Comments field. 2. Click the Approval Justification option to have the comment display on the Requisition Approval page. Page 3

4 3. Click the scrollbar. Step 4. Click the More Comments link. Page 4

5 5. The Header Comments page displays the entered comment as well as the following options: - Use Standard Comments - Add Attachments - Add and delete comment rows 6. Click the Add a new row button. Page 5

6 7. Click the Use Standard Comments link. Step 8. Click the Look up Comment Type button. Page 6

7 9. Click the DEL link to view delivery comments and instructions. Page 7

8 10. Click the Look up Comment ID button. Step 11. Click the D94A link to select the Receive Hours 9am-12pm & 2-4pm comment. Page 8

9 12. Click the Search button. Page 9

10 13. Click the Select option. 14. Use the Append to Comments checkbox to add the standard comment to an existing comment. Otherwise accept the default Override Comments. 15. Click the OK button. Step 16. The field populates with the standard comment. Click the Send to Vendor option to have the comment print on the vendor PO header. 17. Click the OK button to save the comments and close the Header Comments page. Page 10

11 18. The Review and Submit page displays only the first header comment. Click the More Comments link at any time to view the additional rows. 19. In this scenario the vendor requires that a copy of the quotation be sent with the PO. Click the Add/Edit Line Comments button. Page 11

12 20. The Line Comments page displays. The options on this page are consistent with those found on the Header Comments page. Click the Add Attachments button. 21. Click the Browse... button to locate the quotation file. Page 12

13 22. Click the QUOTE to Judy 1234 PDF file. 23. Click the Open button. Page 13

14 24. Click the Upload button. Step 25. The attachment is only included when a PO is dispatched via . It is not included in POs dispatched via Print, Fax, and EDX. Click the Send to Vendor option to have the attachment sent with the PO created from this requisition. 26. Click the OK button. Page 14

15 27. A comment is required when using attachments. "See Attachment" is not an acceptable comment. Click the OK button. Page 15

16 28. Enter Quotation is attached per your request into the Comments field. 29. Click the Send to Vendor option. 30. Click the OK button. Step 31. The Line Comments icon indicates comments have been entered. Click the scrollbar. Page 16

17 32. Click the Save & submit button. Step 33. The Confirmation page displays the Approval Justification comment. Page 17

18 34. Comments and attachment links are displayed on the Manage Requisitions - Requisition Details page. Page 18

19 35. Approvers can review comments from approval page. Step 36. Comments display on the View Details page available to Core-CT requesters and approvers. 37. End of Procedure. Page 19